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Wilkinson Global Asset Management’s JPMorgan Chase JPM Stock Holding History

Wilkinson Global Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$97.4M Sell
331,239
-22,818
-6% -$6.92M 7.42% 2
2025
Q4 		$114M Sell
354,057
-26,878
-7% -$8.32M 7.79% 2
2025
Q3 		$120M Sell
380,935
-12,307
-3% -$3.66M 7.56% 3
2025
Q2 		$114M Sell
393,242
-55,287
-12% -$14.1M 7.17% 2
2025
Q1 		$110M Sell
448,529
-6,879
-2% -$1.75M 6.88% 2
2024
Q4 		$109M Sell
455,408
-33,972
-7% -$7.91M 6.71% 4
2024
Q3 		$103M Sell
489,380
-15,889
-3% -$3.35M 6.22% 4
2024
Q2 		$102M Sell
505,269
-5,614
-1% -$1.1M 6.39% 3
2024
Q1 		$102M Sell
510,883
-23,441
-4% -$4.23M 6.43% 3
2023
Q4 		$90.9M Sell
534,324
-963
-0.2% -$146K 6.27% 4
2023
Q3 		$77.6M Sell
535,287
-3,014
-0.6% -$452K 5.95% 4
2023
Q2 		$78.3M Sell
538,301
-9,963
-2% -$1.37M 5.96% 4
2023
Q1 		$71.4M Sell
548,264
-10,561
-2% -$1.45M 5.65% 5
2022
Q4 		$74.9M Sell
558,825
-7,613
-1% -$965K 6.23% 4
2022
Q3 		$59.2M Sell
566,438
-622
-0.1% -$71.4K 5.33% 7
2022
Q2 		$63.9M Sell
567,060
-15,437
-3% -$1.91M 5.44% 7
2022
Q1 		$79.4M Buy
582,497
+4,342
+0.8% +$641K 5.11% 5
2021
Q4 		$91.6M Buy
578,155
+4,779
+0.8% +$785K 5.07% 5
2021
Q3 		$93.9M Sell
573,376
-5,831
-1% -$914K 5.71% 3
2021
Q2 		$90.1M Buy
579,207
+7,136
+1% +$1.12M 5.32% 3
2021
Q1 		$87.1M Buy
+572,071
New +$82.3M 5.51% 5

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wilkinson Global Asset Management's JPM Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, selling an estimated $6.92M and leaving 331,239 shares worth $97.4M. The position accounts for 7.42% of the portfolio, ranked #2.

Wilkinson Global Asset Management first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $120M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wilkinson Global Asset Management held 331,239 shares of JPMorgan Chase worth $97.4M as of Q1 2026.
  • Wilkinson Global Asset Management sold 22,818 JPMorgan Chase shares in Q1 2026, an estimated $6.92M.
  • JPMorgan Chase made up 7.42% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #2 holding.
  • Wilkinson Global Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's JPMorgan Chase position peaked at $120M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.